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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,811 | $176,120-80.2% | $159,487-78.2% | $167,553-79.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 34.55% | 331.95%-297.4pp | 263.71%-229.2pp | 478.89%-444.3pp |
| Employer contribution / active EE | $19,823 | $5,299+274.1% | $4,831+310.3% | $4,840+309.6% |
| Participant deferral / active EE | $6,497 | $7,752-16.2% | $7,354-11.7% | $6,343+2.4% |
| Admin fee / account holder | $252 | $12,561-98.0% | $10,804-97.7% | $12,316-98.0% |